Laura Kathryn Schmidt
Investment adviser representative at Higgins & Schmidt Wealth Strategies LLC
14 yearsExperience
1 stateRegistered in
$279.5MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Higgins & Schmidt Wealth Strategies LLCFeb 2025 to now
- Tgrp SolutionsDec 2022 to Feb 2025
- Band-it IdexMay 2021 to Nov 2022
- Envestnet, IncSep 2018 to May 2021
- Rsm US LLPOct 2012 to Sep 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CO).
Higgins & Schmidt Wealth Strategies LLC
$279.5MAssets managed
239Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6107337
- Firm CRD
- 286063